DTIM
Danda Trouve Investment Management Portfolio holdings
AUM
$54.1M
1-Year Return
13.18%
This Quarter Return
+2.44%
1 Year Return
-13.18%
3 Year Return
+13.05%
5 Year Return
–
10 Year Return
–
AUM
$81.2M
AUM Growth
-$705K
(-0.86%)
Cap. Flow
-$985K
Cap. Flow
% of AUM
-1.21%
Top 10 Holdings %
Top 10 Hldgs %
49.45%
Holding
199
New
16
Increased
39
Reduced
27
Closed
69
Top Buys
| 1 |
AdvisorShares Pure US Cannabis ETF
MSOS
|
$2.01M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.63M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$1.58M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$1.45M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.05M |
Top Sells
Sector Composition
| 1 | Financials | 2.74% |
| 2 | Communication Services | 1.98% |
| 3 | Consumer Discretionary | 1.57% |
| 4 | Healthcare | 1.44% |
| 5 | Consumer Staples | 1.39% |
